Acquisition · Activity not yet classified
Pinnacle Advisory Group
Transaction overview
Reported acquisition
Announced:
Exact closing date not established.
CW Advisors, then known as Congress Wealth Management, reported acquiring Pinnacle Advisory Group.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Congress Wealth Management Announces the Acquisition of Pinnacle Advisory Group - CW Advisors ↗
CW Advisors · Published May 1, 2021
CW Advisors, then known as Congress Wealth Management, reported acquiring Pinnacle Advisory Group.
- Congress Wealth Management is now CW Advisors ↗
CW Advisors · Published Jan 10, 2024
Documents the change of name from Congress Wealth Management to CW Advisors.